Getting Started

Before getting started, you will need the required security permissions to prepare and action a Payroll Export.  

Please contact the Evox Team if you require these permissions (or email support@gegroup.com)

Creating an Export

Firstly, navigate to Accounts and under the heading Payroll Integration, you'll see an option for “Export Pay Data”

 This will then bring you to the Payroll exports Homepage.  From here, you can search for previously exported data, check the status of existing exports, or create a new Export.

From the homepage, click “Create” in the top right.

This will bring you to a new Payroll Export page:

From here, a new export can be created using the “Create” button in the top-right corner of the page.

Preparing an Export

Clicking "Create will take you to the Initialise Page - where a new export can be prepared and sent to NetSuite for processing.

Once you've set the required information in the fields on the Initialise Page, you can proceed to the next stage.

Preparing New Starts

At the next stage, “Prepare New Starts” - you'll be presented with any exceptions in the payroll process, and an opportunity to correct any issues:

Once all exceptions are handled, you'll be able to proceed to the next stage:

Exchange Rates

Next you'll be asked to confirm any currency exchange rates, and prompted to make any changes if required:

Checking Report

After submitting the exchange rates you'll have the opportunity to produce a Payroll Checking Report (which will download as a file to your browser/downloads folder:

Pay Codes

Much like with Prepare New Starts - there is a final check for Payroll codes, and old payroll codes - with any exceptions outlined, and ready to be addressed:

At this stage, you also have the option to Rollback the export - which will take you back to the start of the process should you need to re-do any part of the export process up until now.

Ready for Export &  Final Confirmation 

Lastly, after progressing through the breadcrumb trail, you'll be asked to confirm the final figures before the export:
 

Once exported, you'll be given a confirmation message, the ability to download a copy of the archive, and a summary of the export:

Press “Confirm” and this will mark the payroll as Confirmed in the homepage, and you can then “Close” to go back to the Payroll Export Homepage.